Will I still have to use AxosInvest.com?

Yes, while we are moving many functions over to the Axos website, we won’t be able to get to everything right away. You will still have to login to your account at AxosInvest.com to do the following:

  • Edit your portfolio and goals
  • Change your Glidepath timeline
  • Edit your Formulas
  • Turn on or off your tax-loss harvesting feature
  • Begin an IRA rollover
  • Use Portfolio Plus or Selective trading
  • Change your email preferences
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